Titelia

Fund shareholders of Phreesia Inc

ISIN US71944F1066 · United States · LEI 5493000HHF8NU4QOCG53

Fund shareholders
180
Of which ETFs
37 143 other funds
Value held
≈ 151.6M $ 151.5M $ · 50.6K € · 1M SEK
Share of capital
23.6 % of 62.1M shares on Aug 27, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,836,84218.9M $0.00 %2.96 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,321,58913.6M $0.02 %2.13 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 984,17510.6M $0.05 %1.59 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 714,4487.4M $0.07 %1.15 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 651,3246.7M $0.01 %1.05 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 641,0836.6M $0.05 %1.03 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 541,3855.8M $0.02 %0.87 %as of Jul 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 465,6905M $0.12 %0.75 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 454,1604.7M $0.15 %0.73 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 416,5454.3M $0.07 %0.67 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 385,3004M $0.03 %0.62 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 323,9053.2M $0.06 %0.52 %as of May 29, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 297,3282.9M $0.02 %0.48 %as of May 31, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 288,6243M $0.38 %0.46 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 281,8272.8M $0.01 %0.45 %as of May 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 267,8362.8M $0.45 %0.43 %as of Jun 30, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 244,6522.4M $0.31 %0.39 %as of May 31, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 224,4552.4M $0.07 %0.36 %as of Jul 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 215,0712.2M $0.13 %0.35 %as of Jun 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 181,0811.8M $0.01 %0.29 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 173,0561.8M $0.08 %0.28 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 143,8721.5M $0.18 %0.23 %as of Jun 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 138,4941.4M $0.24 %0.22 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 132,4211.4M $0.01 %0.21 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 121,1601.3M $0.02 %0.20 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 114,9171.2M $0.11 %0.19 %as of Jun 30, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 113,2101.2M $1.75 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 108,1781.1M $0.00 %0.17 %as of May 31, 2026 ↗
iShares U.S. Healthcare Providers ETF iShares Trust 102,6861.1M $0.09 %0.17 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 96,587993.9K $0.02 %0.16 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 92,061947.3K $0.01 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 87,455862.3K $0.00 %0.14 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 86,876932.2K $0.03 %0.14 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 83,940827.6K $0.08 %0.14 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 82,313847K $0.00 %0.13 %as of Jun 30, 2026 ↗
AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust 78,700809.8K $0.52 %0.13 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 74,975771.5K $0.02 %0.12 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 74,746737K $0.09 %0.12 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,374798K $0.00 %0.12 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 71,842739.3K $0.11 %0.12 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 68,174731.5K $0.02 %0.11 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 66,878659.4K $0.21 %0.11 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 66,466655.4K $0.00 %0.11 %as of May 31, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 64,400691K $1.77 %0.10 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 61,433632.1K $0.06 %0.10 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 54,224534.6K $0.03 %0.09 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 54,016555.8K $0.05 %0.09 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 53,931554.9K $0.01 %0.09 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 50,642521.1K $0.12 %0.08 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 46,800481.6K $0.03 %0.08 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 45,757470.8K $0.02 %0.07 %as of Jun 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 43,312464.7K $0.04 %0.07 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 41,632428.4K $0.01 %0.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 40,172413.4K $0.60 %0.06 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 38,503396.2K $0.03 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 38,000407.7K $0.00 %0.06 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 35,562381.6K $0.00 %0.06 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 34,413354.1K $0.07 %0.06 %as of Jun 30, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 33,964334.9K $0.34 %0.05 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,986329.1K $0.00 %0.05 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 30,300311.8K $0.01 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,138323.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 29,057299K $0.00 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 28,939297.8K $0.04 %0.05 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 28,593294.2K $0.01 %0.05 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 25,608274.8K $0.01 %0.04 %as of Jul 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 25,126258.5K $0.19 %0.04 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 24,900256.2K $0.32 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 24,027247.2K $0.02 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 23,773234.4K $0.02 %0.04 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 23,749254.8K $0.02 %0.04 %as of Jul 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 23,084237.5K $0.04 %0.04 %as of Jun 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 21,655232.4K $0.01 %0.03 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 21,203209.1K $0.00 %0.03 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 21,189227.4K $0.01 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 20,200207.9K $0.01 %0.03 %as of Jun 30, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 19,522192.5K $0.59 %0.03 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,900194.5K $0.01 %0.03 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 18,042185.7K $0.05 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 17,671181.8K $0.02 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 17,234177.3K $0.02 %0.03 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 16,702179.2K $0.07 %0.03 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 16,505177.1K $0.02 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 15,176156.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 15,095155.3K $0.09 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 14,214146.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,600139.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 12,834132.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 12,6001M SEK0.00 %0.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 11,740120.8K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,516118.5K $0.02 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 10,915112.3K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,410107.1K $0.02 %0.02 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 9,67999.6K $0.11 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,51697.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 8,74490K $0.13 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,66693K $0.01 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,49287.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,40082.8K $0.01 %0.01 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,35589.6K $0.02 %0.01 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 1.77 %as of Jul 31, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 1.75 %as of Jul 31, 2026 ↗
Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 1.27 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 0.60 %as of Jun 30, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 0.59 %as of May 31, 2026 ↗
AVE MARIA WORLD EQUITY FUND Schwartz Investment Trust 0.52 %as of Jun 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 0.45 %as of Jun 30, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 0.39 %as of Dec 31, 2025 ↗
AMG GW&K Small Cap Core Fund AMG Funds 0.38 %as of Jun 30, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 0.34 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3178-1314,665,164-8.5 %
2026Q2191-4716,026,899-35.7 %
2026Q1238-1524,907,188-13.0 %
2025Q4253+828,614,857-0.2 %
2025Q3245+1028,671,745+3.4 %
2025Q2235+2427,739,491+1.0 %
2025Q1211+1227,472,623+0.7 %
2024Q4199027,273,608+0.9 %
2024Q3199-827,021,689+7.1 %
2024Q2207-825,238,725+8.1 %
2024Q1215-1223,351,767-5.4 %
2023Q422724,675,405

Institutional managers

234 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Pale Fire Capital SE8,649,32972.5M $as of Mar 31, 2026
BlackRock, Inc.5,920,46949.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,852,55915.5M $as of Mar 31, 2026
STATE STREET CORP1,473,94612.4M $as of Mar 31, 2026
ALGERT GLOBAL LLC1,380,87411.6K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,371,79411.5M $as of Mar 31, 2026
Prosight Management, LP1,100,0009.2M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC1,075,7609M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,030,8158.6M $as of Mar 31, 2026
ACADIAN ASSET MANAGEMENT LLC1,028,1698.6K $as of Mar 31, 2026
GW&K Investment Management, LLC1,025,9028.6K $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,018,2358.5M $as of Mar 31, 2026
Nuveen, LLC1,008,2278.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,001,0578.4M $as of Mar 31, 2026
Granahan Investment Management, LLC987,6078.3M $as of Mar 31, 2026
Whetstone Capital Advisors, LLC953,9288M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.781,3776.5M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS755,7306.3M $as of Mar 31, 2026
FRANKLIN RESOURCES INC735,9636.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC731,6556.1M $as of Mar 31, 2026
MORGAN STANLEY729,7096.1M $as of Mar 31, 2026
Meros Investment Management, LP615,7405.2M $as of Mar 31, 2026
Rock Springs Capital Management LP600,4005M $as of Mar 31, 2026
HRT FINANCIAL LP583,0734.9K $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.581,4094.9M $as of Mar 31, 2026

Declared shareholders of Phreesia Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
AQR Capital Management, LLC and 1 other5.10 %3,151,453as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Phreesia Inc". https://titelia.com/en/stocks/phreesia-inc-US71944F1066